David Caccamo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He worked for Mutual of Omaha Investor Services and Mutual/United of Omaha for 30 years before joining Sequent Planning in 2019. In addition to his advisory role, he serves as an independent sales representative for Priority Payments Tech Partners, focusing on credit card processing services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, comprehensive financial planning, and retirement-plan services through a network of independent advisers using firm-developed and third-party investment models within a structured risk framework.

Thomas Ervolina is a Series 66 licensed financial advisor with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2007. He has 21 years of industry experience and also has a background with LaSalle St. Securities. Outside of advisory work, he is involved in preparing tax returns during tax season through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a notable predominance of non-discretionary assets alongside discretionary portfolios.

William Velekei is a CFP® with 10 years of industry experience, currently serving at Savvy since 2026. He previously worked at Mariner Wealth Advisors and Corbenic Partners, LLC. He serves on the Board of Trustees and the Audit/Finance Committee at the Da Vinci Science Center. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Mutual of Omaha Investment Services since 2016 and also serves as an insurance agent specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing model portfolios and third-party money manager relationships through platforms like Envestnet. The firm integrates advisory, broker-dealer, and insurance operations within the Mutual of Omaha group, providing a range of managed account programs and retirement plan consulting.

John Schick is a financial advisor at UMB Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., and Capstone Asset Management, LLC. Schick is involved in business ownership through Psalm 92 LLC and provides investment advice to community banks. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a documented suitability review and risk-tolerance process to place clients into model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with several managed account options.

Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

Kathryn Kuzo is a financial advisor at Capital Analysts with 26 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2006. Outside of her advisory role, she serves as director and board member of Itty Bitty Kitty, Inc., a nonprofit organization where she organizes events and fundraisers and manages accounting. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research and third-party managers.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. in Schnecksville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2013 to 2015. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, an organization assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services, utilizing multiple account structures and model-based solutions supported by a large network of independent advisors and proprietary platforms.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

James Faylor is a financial advisor with Latitude Advisors, LLC and holds a Series 63 designation. He has 24 years of industry experience and has worked at Latitude Advisors since 2009. He is also a CPA and has been involved with Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with over 20 years of industry experience. She previously worked at Agili from 2003 to 2024 before joining CW Advisors. Pieson holds a Series 65 credential. CW Advisors, LLC is a multi-team advisory firm serving a broad client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and offers specialized services such as family office and sub-advisory roles.

Monica Dougherty is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of her advisory role, she assists as a studio experience team member at a Philadelphia yoga studio. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolio management and integrating AI-assisted analytics alongside adviser judgment.

Arthur Smith is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His previous roles include positions at Lincoln Investment Planning, LLC, LPL Financial LLC, QNB Bank, and Investment Professionals Inc. Outside of his advisory work, he is involved in short-term rental management, including hosting and managing reservations for a sailboat rental in Key West. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and third-party managers.

Eric Dorman is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has prior experience at Stonex Advisors Inc. and Purshe Kaplan Sterling Investments. He serves on the board of Bloom for Women, a faith-based nonprofit charity supporting survivors of abuse. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Gregory Herzog is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Advisors LLC, and other financial firms. Herzog also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and concurrently maintains a role as a limited partner in KRS CPAs LLC, an accounting and auditing firm. Filip also is involved in life insurance brokerage as a selling registered assistant, handling sales and servicing of insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

Kristina Verna is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools to support its investment process.

Sean Roth is a financial advisor with Commonwealth Financial Network based in Bethlehem, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Morgan Stanley and Morton Brown Family Office LLC. Outside of advisory work, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors through a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while benefiting from discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Jonathan Dolin is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Royal Alliance Associates, SII, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, Dolin is involved with Atlas Advisors, LLC, where he participates in sales and marketing of securities and investment advisory services as well as insurance brokerage. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that incorporate fundamental and technical analysis, model portfolios, and digital advice platforms.